HOUSATONIC VALLEY ASSOCIATION INC (EIN 066049295) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1954

Legal Domicile

Principal Officer

F ANTHONY ZUNINO

Tax Period

2023-07-01 to 2024-06-30

HOUSATONIC VALLEY ASSOCIATION INC, founded in 1954, is a community nonprofit in the Environment sector that reported $1.7M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $1.9M exceeded revenue, resulting in a 17% operating deficit.

Mission

TO PROTECT AND PRESERVE THE NATURAL ENVIRONMENT AND SCENIC BEAUTY OF THE HOUSATONIC RIVER WATERSHED BY FOSTERING ENVIRONMENTAL EDUCATION AND BEST PRACTICES FOR CONSERVATION AND LAND USE

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,546,682

Program Service Revenue $5,673

Investment Income $19,141

Other Revenue $92,193

TOTAL REVENUE $1,663,689

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,313,494

Fundraising Expenses $37,760

Program Expenses $1,700,566

Other Expenses $628,536

TOTAL EXPENSES $1,942,030

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,663,689	$1,892,114	-0.1%
Expenses	$1,942,030	$1,726,988	+0.1%
Net Income	$-278,341	$165,126	-2.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

300

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNN WERNER	EXECUTIVE DIRECTOR	40.00	Highest	$142,800	$7,140	$149,940
DAN HORAN	DIRECTOR	1.00	Director	$0	$0	$0
D EVAN VAN HOOK	DIRECTOR	1.00	Director	$0	$0	$0
ANN BARRETT	DIRECTOR	1.00	Director	$0	$0	$0
CHARLOTTE CHAMPALIMAUD	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH MCGRAW	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA NEARY	DIRECTOR	1.00	Director	$0	$0	$0
LOUIS HECHT	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH ELLIS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE BARANSKI	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL NESBITT	DIRECTOR	1.00	Director	$0	$0	$0
F ANTHONY ZUNINO	PRESIDENT	4.00	Officer Director	$0	$0	$0
BARTON JONES	SECRETARY	4.00	Officer Director	$0	$0	$0
GEORGE S LOGAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES H MALONEY	TREASURER	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$1,663,689	$1,942,030	$1,844,997	$-278,341
2023	$1,892,114	$1,726,988	$1,798,190	$165,126
2022	$1,665,905	$1,649,499	$1,440,297	$16,406
2021	$1,285,782	$1,267,324	$1,563,193	$18,458
2020	$1,601,698	$1,739,835	$1,333,103	$-138,137
2019	$1,652,407	$1,696,137	$1,373,105	$-43,730
2018	$1,916,922	$1,640,418	$1,740,116	$276,504

HOUSATONIC VALLEY ASSOCIATION INC